Investment planning

Whether you’re looking to invest for income or growth, the right investment strategy is critical in helping secure your future financial well-being.

We can offer you advice which helps create the right investment strategy, based on your own specific circumstances. With a range of investment solutions and ongoing services has been carefully refined to help you reach your financial goals.

As a Partner Practice of St. James’s Place Wealth Management we have access to their risk-rated portfolios which enable you to spread your investments across a wide range of global asset types, run by fund managers with different investment styles, to create a balanced and diversified investment solution.

The value of this investment will be directly linked to the performance of selected funds and these can fall as well as rise. You may get back less than the amount initially invested.

Our investment planning advice services are designed to help grow wealth and protect against inflation.


ISAs are one of the most popular and tax-efficient methods of saving and investing for the future. St. James’s Place draw on the expertise of some of the world’s top investment professionals to manage our ISA funds.

Junior ISA (JISA)

A Junior ISA helps give our younger generation an introduction to the importance of saving. It provides a flexible and tax-efficient way which aims to build a capital sum to help secure the financial future of your children / grandchildren.

Unit Trust

Unit Trusts are a crucial component of a stocks and shares ISA and offer a range of benefits to investors. They provide a solution for medium to long term capital growth and income.

Investing For Income

Offering a range of income solutions, St. James’s Place invest across many asset classes, helping provide you with a diversified and personally tailored portfolio.

Offshore investments

We offer access to a range of offshore solutions, designed for investors who wish to invest into a wider range of asset classes and currencies.

Discretionary & stockbroking services

We offer the most individually focused wealth management. We have access to discretionary and stockbroking services for investors who have specific investment requirements or preferences, or who want to delegate control of their investments.

Get in touch To Find Out More

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